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Richard Lawrence Tanke Jr.

MANER WEALTH
LANSING, MI
·CRD# 4619156·23 years experience

Professional Summary

Richard Lawrence Tanke JR. is a registered financial advisor currently at MANER WEALTH located in Lansing, Michigan. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Richard has worked at 2 firms and has passed the Series 66, Series 79TO, Series 99TO, SIE, Series 7 and Series 27 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

MANER WEALTH·CRD# 308146
RIA
2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912
January 25, 2024 - Present
HALL & ROMKEMA FINANCIAL SERVICES, LLC·CRD# 124609
BD
East Lansing, MI
November 7, 2023 - December 19, 2023
HALL & ROMKEMA FINANCIAL SERVICES, LLC·CRD# 124609
BD
East Lansing, MI
August 1, 2003 - November 7, 2023
HALL & ROMKEMA FINANCIAL SERVICES, LLC·CRD# 124609
RIA
East Lansing, MI
June 10, 2003 - November 7, 2023

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Current Firm

MW
MANER WEALTH

MANER WEALTH | MANER WEALTH, LLC

CRD#: 308146 / SEC#: 801-129866
RIA
Registered Investment Advisory firm - SEC (4/15/2024 Approved)
Michigan
Registered Investment Advisory firm - Michigan (9/17/2024 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (9/10/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912

Phone Number

(517) 323-7500

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MANER WEALTH ADV 2A - FIRM BROCHURE (4/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,256

AUM (Assets Under Management)

$299,490,655

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MANER COSTERISAN, PC; NON-INVESTMENT RELATED; LANSING, MI; CPA FIRM; START - 01/2023; PRINCIPAL/CPA; 160 HRS/MO DURING TRADING TJR PROPERTIES, LLC; NON-INVESTMENT RELATED; EAST LANSING, MI; REAL ESTATE; START - 01/2023; MEMBER/INVESTOR; 2 HRS/MO DURING NON-TRADING HRC HOTELS, LLC; NON-INVESTMENT RELATED; EAST LANSING, MI; REAL ESTATE; START 01/2007; MEMBER/INVESTOR; 1 HR/MO DURING NON-TRADING

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MANER WEALTH

MANER WEALTH | MANER WEALTH, LLC

CRD#: 308146 / SEC#: 801-129866
RIA
Registered Investment Advisory firm - SEC (4/15/2024 Approved)
Michigan
Registered Investment Advisory firm - Michigan (9/17/2024 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (9/10/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(1/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2003About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2003About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2003About the Series 27 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Richard Lawrence Tanke JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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